def test_create(self):
item = Item()
item.Name = self.name
item.Type = "Inventory"
item.TrackQtyOnHand = True
item.QtyOnHand = 10
item.InvStartDate = "2015-01-01"
item.IncomeAccountRef = self.income_account.to_ref()
item.ExpenseAccountRef = self.expense_account.to_ref()
item.AssetAccountRef = self.asset_account.to_ref()
item.save(qb=self.qb_client)
query_item = Item.get(item.Id, qb=self.qb_client)
self.assertEquals(query_item.Id, item.Id)
self.assertEquals(query_item.Name, self.name)
self.assertEquals(query_item.Type, "Inventory")
self.assertEquals(query_item.TrackQtyOnHand, True)
self.assertEquals(query_item.QtyOnHand, 10)
self.assertEquals(query_item.IncomeAccountRef.value,
self.income_account.Id)
self.assertEquals(query_item.ExpenseAccountRef.value,
self.expense_account.Id)
self.assertEquals(query_item.AssetAccountRef.value,
self.asset_account.Id)
def qbo_create_invoice(so, customer_id):
client = create_qbc()
customer_ref = Customer.get(customer_id, qb=client).to_ref()
line_detail = SalesItemLineDetail()
line_detail.UnitPrice = 100 # in dollars
line_detail.Qty = 1 # quantity can be decimal
item_ref = Item.get(35, qb=client).to_ref()
line_detail.ItemRef = item_ref
line = SalesItemLine()
line.Amount = 100 # in dollars
line.SalesItemLineDetail = line_detail
line.DetailType = "SalesItemLineDetail"
invoice = Invoice()
invoice.CustomerRef = customer_ref
invoice.Line = [line]
invoice.save(qb=client)
def test_create(self):
item = Item()
item.Name = self.name
item.Type = "Inventory"
item.TrackQtyOnHand = True
item.QtyOnHand = 10
item.InvStartDate = "2015-01-01"
item.IncomeAccountRef = self.income_account.to_ref()
item.ExpenseAccountRef = self.expense_account.to_ref()
item.AssetAccountRef = self.asset_account.to_ref()
item.save(qb=self.qb_client)
query_item = Item.get(item.Id, qb=self.qb_client)
self.assertEquals(query_item.Id, item.Id)
self.assertEquals(query_item.Name, self.name)
self.assertEquals(query_item.Type, "Inventory")
self.assertEquals(query_item.TrackQtyOnHand, True)
self.assertEquals(query_item.QtyOnHand, 10)
self.assertEquals(query_item.IncomeAccountRef.value, self.income_account.Id)
self.assertEquals(query_item.ExpenseAccountRef.value, self.expense_account.Id)
self.assertEquals(query_item.AssetAccountRef.value, self.asset_account.Id)
def create_order(sr):
#Get the sales receipt
sales_receipt = SalesReceipt()
sr_body = {
"domain":
"QBO",
"Balance":
0,
"CustomerRef": {
"name": "",
"value": "6"
},
"CustomerMemo": {
"value": ""
},
"sparse":
"false",
"Line": [{
#"Description": "Custom Design",
"DetailType": "SalesItemLineDetail", #required
"SalesItemLineDetail": {
"Qty": 1,
#"UnitPrice": 75,
"ItemRef": { #required
"value": "44" #black mulch (1-9)
}
},
"LineNum": 1,
"Amount": 0,
}],
"CustomField": [{
"DefinitionId": "1",
"Name": "Scout Credit",
"Type": "StringType",
"StringValue": ""
}],
"PaymentMethodRef": {
"value": sr.payment_method_ref
},
"DepositToAccountRef": {
"value": sr.deposit_account_ref
},
"CustomerMemo": {
"value": sr.memo
},
}
#amys = Customer.filter(start_position=1, max_results=25, Active=True, FamilyName="Smith", qb=qb_client)
#amys = Customer.query("SELECT * from Customers where FamilyName='Smith'", qb=qb_client)
#amys = qb_client.query("select count(*) from Customer Where Active=true and DisplayName LIKE '%Smith'")
#customer_street_number = sr.customer_street.split(' ')[0]
query = "Active=true and DisplayName = '" + sr.customer_name.lower() + "'"
try:
customers_count = Customer.count(query, qb=qb_client)
except ValidationException as ve:
print(ve.detail)
if customers_count == 0:
# create a new customer?
if AUTO_CREATE_CUSTOMERS:
answer = yesno(
"Customer [{}] not found residing on [{}]. Create the customer?"
.format(sr.customer_name, sr.customer_street))
if answer:
logging.info(
"Creating the customer [{}] in quickbooks.".format(
sr.customer_name))
customer = create_customer(sr)
if customer is not None:
customers_count = 1
else:
logging.warning(
"Customer [{}] not found. Not creating customer due to settings."
.format(sr.customer_name))
if customers_count == 1:
#we have found a customer
customers = Customer.where("Active=true and DisplayName LIKE '%" +
sr.customer_name.lower() + "'",
qb=qb_client)
customer_id = customers[0].Id
customer_name = customers[0].DisplayName
logging.debug("Customer id: {}".format(customer_id))
if customer_id is not None:
check_and_update_customer_information(sr, customer_id)
sr_body['CustomerRef']['value'] = customer_id
sr_body['CustomerRef']['name'] = customer_name
sr_body['Line'][0]['Amount'] = sr.total_price
product_id = lookup_product(sr.product_name)
sr_body['Line'][0]['SalesItemLineDetail']['ItemRef'][
'value'] = product_id
sr_body['Line'][0]['SalesItemLineDetail']['Qty'] = sr.product_qty
sr_body['Line'][0]['SalesItemLineDetail'][
'UnitPrice'] = sr.product_price
logging.debug("Revised Customer: {}".format(sr_body))
#print("SR Body: {}".format(sr_body))
#post a new one
sales_receipt = sales_receipt.from_json(sr_body)
sales_receipt.TxnDate = sr.date
#check for duplicates
#get all customer sales receipts
duplicate = False
srs = SalesReceipt.filter(CustomerRef=customer_id, qb=qb_client)
for asr in srs:
#get item ref info
item = Item.get(
asr.Line[0].SalesItemLineDetail['ItemRef']['value'],
qb=qb_client)
#print(asr.Line[0].SalesItemLineDetail['ItemRef']['name'])
asr_date = str(parse(asr.TxnDate).date())
sr_date = str(parse(sr.date).date())
if item.Name == sr.product_name \
and asr_date == sr_date \
and asr.Line[0].SalesItemLineDetail['Qty'] == sr.product_qty \
and float(asr.TotalAmt) == float(sr.total_price):
logging.warning(
"found a duplicate for this customer: {} on {} for item: {}, qty: {}, total: {}. skipping..."
.format(sr.customer_name, sr.date, sr.product_name,
sr.product_qty, sr.total_price))
duplicate = True
#add the item
if not duplicate:
try:
sales_receipt.save(qb_client)
logging.debug("SentBody: {}".format(json.dumps(sr_body)))
logging.info(
"Successful entry of SalesReceipt: [{}] into quickbooks. OrderId:[{}], Item:[{}], Qty:[{}], Total:[{}]"
.format(sr.customer_last, sales_receipt.Id,
sr.product_name, sr.product_qty, sr.total_price))
except QuickbooksException as e:
logging.error("An error saving the sales_receipt: {}".format(
e.detail))
elif customers_count > 1:
logging.warning(
"More than one customer matches name: [{}]. Cannot process record. Skipping."
.format(sr.customer_last))
else:
print("no customer found")
def process_data():
rows = []
subdivision_data = load_subdivision_data()
sales_receipts = get_sales_receipts(PROCESSING_START_DATETIME, PROCESSING_END_DATETIME)
for receipt in sales_receipts:
for r in receipt.Line:
if r.Id is not None:
sr = MulchSalesReport()
#customer
c = Customer.get(receipt.CustomerRef.value, qb=qb_client)
sr.customer_name = c.DisplayName
sr.customer_first = c.GivenName
sr.customer_last = c.FamilyName
if c.ShipAddr is not None:
sr.customer_street = c.ShipAddr.Line1
sr.customer_city = c.ShipAddr.City
sr.customer_state = c.ShipAddr.CountrySubDivisionCode
sr.customer_zip = c.ShipAddr.PostalCode
raw_street_lookup = sr.customer_street.split(' ')[0:-1]
street_lookup = ' '.join(raw_street_lookup).strip().upper()
sr.subdivision = subdivision_data.get(street_lookup)
if c.BillAddr is not None:
sr.billing_street = c.BillAddr.Line1
sr.billing_city = c.BillAddr.City
sr.billing_state = c.BillAddr.CountrySubDivisionCode
sr.billing_zip = c.BillAddr.PostalCode
sr.customer_phone = c.PrimaryPhone
sr.customer_email = c.PrimaryEmailAddr
#sales receipt
sr.date = receipt.TxnDate
sr.sr_record_id = receipt.DocNumber
sr.date_modified = receipt.MetaData['LastUpdatedTime']
sr.sr_total_price = float(r.Amount)
scout_credit = receipt.CustomField[0]
if scout_credit.StringValue != '':
credit = scout_credit.StringValue.split(':')
if len(credit) > 1:
sr.unit_sale = credit[0].upper()
sr.scout_sale = credit[1].strip()
elif len(credit) == 1:
if re.findall(TROOP_KEYS, credit[0].lower()):
sr.unit_sale = credit[0].upper()
else:
sr.scout_sale = credit[0].strip()
else:
sr.scout_sale = scout_credit.StringValue.strip()
if receipt.CustomerMemo is not None:
sr.sr_product_memo = receipt.CustomerMemo['value']
deposit_account = receipt.DepositToAccountRef
if deposit_account is not None:
sr.unit_income = lookup_payer_name(deposit_account.name)
sr.sr_check_no = receipt.PaymentRefNum
sr.payment_method_name = receipt.PaymentMethodRef
#sales receipt line item
qty = r.SalesItemLineDetail['Qty']
#sr.sr_product_qty = qty
item = Item.get(r.SalesItemLineDetail['ItemRef']['value'], qb=qb_client)
sr.sr_product_sku = item.Sku
sr.sr_product_name = item.Name
sr.sr_product_price = r.SalesItemLineDetail['UnitPrice']
#color
item_name = sr.sr_product_name.lower()
if re.findall(BROWN_KEYS, item_name):
sr.brown_qty = qty
sr.sr_product_color = 'Brown'
elif re.findall(RED_KEYS,item_name):
sr.red_qty = qty
sr.sr_product_color = 'Red'
elif re.findall(BLACK_KEYS,item_name):
sr.black_qty = qty
sr.sr_product_color = 'Black'
elif re.findall(SPREAD_KEYS,item_name):
sr.spread_qty = qty
sr.spread_check_no = sr.sr_check_no
sr.spread_sale_no = receipt.DocNumber
sr.spread_total = sr.sr_total_price
if receipt.CustomerMemo is not None:
sr.spread_notes = receipt.CustomerMemo['value']
if re.findall('tbd', item.Name.lower()):
sr.spread_notes = "{} : SPREAD DATE TBD".format(sr.spread_notes)
else:
sr.spread_date = lookup_spreading_date(item.Name)
elif re.findall(DONATION_KEYS,item_name):
sr.donate_total = sr.sr_total_price
sr.sr_product_memo = ''
sr.sr_bags_qty = sr.black_qty + sr.brown_qty + sr.red_qty
#Reports
#result = qb_client.get_report('TransactionListByTagType')
#print(result)
if len(rows)%20 == 0:
print()
print('.', end='')
rows.append(sr)
return rows
